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MD Financial Management Inc.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MD Financial Management Inc. on WM, newest first. How the timeline and the estimate are built.

MD Financial Management Inc. held 22,873 WM shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 22,873 shares
    Change vs previous 13F +3,436 shares

    0.09% of the 13F portfolio, value $3,818,000.

    13F-HR 0001724264-22-000005 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F/A 19,437 shares
    Change vs previous 13F +3,566 shares

    0.07% of the 13F portfolio, value $2,903,000.

    13F-HR/A 0001724264-22-000003 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 15,871 shares
    Change vs previous 13F +7,394 shares

    0.06% of the 13F portfolio, value $2,224,000.

    13F-HR 0001724264-21-000008 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 8,477 shares
    Change vs previous 13F +7,441 shares

    0.03% of the 13F portfolio, value $1,094,000.

    13F-HR 0001724264-21-000006 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 1,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $122,000.

    13F-HR 0001724264-21-000003 filed by MD Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).